- Edward Jones (Salem, VA)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...client support team, and we credit much of our success to their unique experiences and professional backgrounds. We… more
- CACI International (Reston, VA)
- …* * **The Opportunity:** As a CACI Sensitive Activities and Information Operations Advisor , you bring the full spectrum of Information Related Capabilities (IRC) and ... threats and the networks that employ those threats. The advisor should have a knowledge base (or awareness of):...missions, build on our lengthy track record of business success , and find opportunities to break new ground -… more
- City National Bank (Richmond, VA)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent… more
- Wells Fargo (Mclean, VA)
- …by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing ... expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as an advisor to senior leadership to… more
- EAB (Richmond, VA)
- …practitioners to accelerate progress and drive results across enrollment, student success , institutional strategy, data analytics, and advancement. We work with each ... executive 'face of EAB' and serves as a strategic advisor to leadership teams. The Principal partners wi th...key EAB perspectives with regard to enrollment strategy, student success and drivers of institutional success +… more
- Amazon (Arlington, VA)
- …and deliver measurable business value. You will act as a trusted CxO advisor and technical Executive Sponsor for leading Retail & CPG customers, representing AWS ... while collaborating deeply across AWS to influence strategy, product direction, and customer success . Key job responsibilities * Lead the North America Retail & CPG… more
- The Cigna Group (Richmond, VA)
- …products and services to expand the relationship. You will be the trusted advisor and go-to partner for your clients, helping them navigate their business challenges ... + Client Partnership: Act as a key influencer and trusted advisor , cultivating strong, personal relationships with decision-makers and other key stakeholders.… more
- Wells Fargo (Mclean, VA)
- …regular interface with external entities including law enforcement, intelligence, financial industry contacts and government organizations and agencies. Interaction ... with internal partners including legal, fraud, financial crimes, technology and line of business leaders and...**In this role, you will:** + Act as an advisor to leadership to develop or influence applications, network,… more
- HUB International (Mclean, VA)
- …retirement plans either directly with clients or in coordination with a Retirement Advisor and the Client Service team. The successful candidate must understand all ... sessions to engage retirement plan participants in their holistic financial wellbeing, with an emphasis on driving positive outcomes...growth in the direction of becoming a retirement plan advisor . + Marketing and sales support. + Ability to… more
- World Insurance Associates, LLC. (Virginia Beach, VA)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more